Autonomous Commerce Systems Face Real-World FrictionWall Street Sees Meta as Top Agentic Commerce Winner This YearRetail / DTC › Warehouse Clubs, Supercenters, and Other General Merchandise Retailers › Warehouse Clubs and SupercentersLLMPayment & TaxBaird's Colin Sebastian, covering $12 trillion in mega-cap market value, outlined how professional investors are pricing the shift to AI agents as buyers across Amazon, Meta, Google, eBay, and Shopify. The real value will accrue to platforms and distribution layers, not foundation models themselves, reshaping retail media and threatening storefronts that lack direct consumer relationships.Aug 9, 2026Read full article →